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2025-03-31-accounts

Trustees’ Annual Report for the period

From April 2024 Period start date To March 2025 Period end date

Charity name: Woolhampton Village Hall

Charity registration number: 300099

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 The charity exists to provide and
enhance the facilities of the village hall
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.
Para 1.17 and
1.19
Serving the community, villagers for
lunch club, stroke care, fitness and
children’s parties as well as singing
groups, art classes and dog training
sessions
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 Confirmation given
Achievements and Performance
SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 Lunch club provided for OAP and people
on their own in the village
Monthly market bringing community
together for stalls holders to sell their
produce
Annual show for horticultural and baked
goods
Stroke Care weekly meets for clients to
have games, activities, hot food and
visiting therapists
Exercise classes for all ages and abilities,
specialist dance classes open to all

Financial Review

Review of the charity’s
financial position at the end
of the period
Para 1.21 See accounts
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 Agreed reserves (see AGM minutes)
Amount of reserves held Para 1.22 See accounts
Reasons for holding zero
reserves
Para 1.22 N/A
Details of fund materially in
deficit
Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 N/A

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Trust deed
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 Trustee committee
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 Proposal and acceptance based on
references

Reference and Administrative details

Charity name Woohampton Village Hall
Other name the charity uses n/a
Registered charity number 300099
Charity’s principal address Woolhampton Village Hall
Bath Road
Woolhampton
Berkshire
RG7 5RE

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (if any)
Nicola Jordan Chair
Emma Smith Secretary
FelicityGriggs
TerryVallis Vice Chair
Laurence Harwood
Christopher
McWhinney
Fiona Howarth

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s
Full name(s
Position (eg Secretary,
Chair, etc)
Date
)As per email
)Nicola Ann Jordan


Chair
30/01/2026

Woolhampton Vlllage Hall Pn)fft Loss Report 24. 135. 26.84S.77 Tol•l Sd A•W• I(KWZI 2.397 GROSS PAOFITILOSS ta(w.77 .iJo. cu￿￿17￿}• 2.929.10 t7￿1 1.49403 Erry17 3M79A>2 IMSIJ5 wx4nt•l78101 331. 4.497.50 Awrf 8 ft•lM171iX 221ZJ 1516. W*i•rCIww (71011 462.17 NEf PAOFifiLOSS £Q•17.1•

Independent examiner’s report to the trustees of Woolhampton Village Hall

I report to the trustees on my examination of the accounts of the Woolhampton Village Hall (‘the Trust’) for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement – matter of concern identified

I have completed my examination. I have identified matters of concern that give me reasonable cause to believe that:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

In contrast to last year’s accounts, the balance sheet shows a material difference from the evidence provided to me on bank account statements.

Balance sheet – Current account

On first inspection, in November 2025, the current account balance in the Sage accounts was £19,792.69 which is £1,111.67 lower than the current account balance shown on the bank statement for 31 March 2025 (£20,904.46).

The accounts being materially lower (by 4.7% of total sales) suggests that sales had been understated in the accounts, or overheads had been overstated. This was a ‘favourable’ error in that it showed a lower level of funds than that shown in the bank statement.

At the AGM in late November the above issues were discussed, and while Trustees were reassured that there was more money in the bank at the end of the year than the accounts indicate, a number of actions were agreed.

Following the completion of the first action I carried out a further inspection and the results are summarised below:

Current Account balance Current Account balance
As at Sage Barclays Bank
Statement
Diference Inspection date
31 Mar 2025 19,792.69 20,904.36
£1,111.67
Nov 2025
31 Mar 2025 17,400.00 20,904.36 £ 3,504.36
Jan 2026
30 June 2025 18,585.99 22,067.96
£ 3,481.97

Jan 2026
30 Aug 2025 18,748.33 22,132.83
£ 3,384.50

Jan 2026

The magnitude of the error actually increased following the Treasurer’s attempts to rectify the issues but remains ‘favourable’ with a higher balance in the bank than Sage proposes. The difference is notably stable over time and slowly decreasing in size.

During my review it has been clear that there were a number of problems with the figures in the Trust’s Sage accounting software. It’s not clear whether these problems have been exacerbated by the change in Treasurer, or whether the new Treasurer has uncovered problems which were always present but perhaps manually rectified in prior years. The change to using the automated reports in Sage to produce the accounts for sign-off (rather than transferring figures to Excel as was done in previous years) should have been a positive one but may have brought the problems to the fore.

The Treasurer proposes that the issue is due to some 2015 transactions being pulled through by Sage into more recent reports. If these transactions are slowly ‘aging out’ (fewer are being pulled through each month) then the above figures might support that hypothesis but I have done no work to confirm it.

My conclusion is that there is a ‘one-off’ problem with the accounts, although it seems highly likely that this has been caused by a number of transactions not a single one.

Profit & loss report

The profit and loss report is harder to tie to hard evidence of transactions. It is beyond the scope of my review to attempt to reconcile the P&L to the sales invoices and purchase receipts. Therefore I have not attempted to find the errors that has led to the misstatement in the balance sheet. We can assume that a combination of understated sales (missed transactions and/or lowered values) or overstated overheads (extra transactions and/or higher values) are present in the P&L, and therefore that Net Profit may be closer to £10,100 than the £6,617 stated.

Underlying causes

Immaterial matters

Last year I commented on two matters which I did not consider material, but could be considered as areas for improvement. Improvements have been made in both areas.

  1. The number of low value ‘related party transactions’ fell over the course of the year with 9 in April – Dec 2024 but only 1 in Jan – Mar 2025. This is a positive response when compared to last year’s report and is presumably caused by the appointment of a new caretaker who has taken over these duties.

  2. a. The transactions remain exempt from reporting according to section 9.18 of Charities Statement of Recommended Practice (SORP) (FRS 102) as they are clearly “ reimbursement of out-of-pocket expenses where the trustee acts as agent for the charity ” for which receipts have been provided.

  3. b. It would be good to continue to make efforts to keep such transactions to a minimum.

  4. This year I attended the AGM so was able to witness that, in line with my advice last year, the trustees this year made and recorded their assessment of:

  5. a. whether the charity is a going concern;

  6. b. the ability of the charity to be to be able to settle outstanding invoices, bills and commitments as and when they fall due;

  7. c. bad debts and financial risks; and

  8. d. the adequacy of reserves held.

I confirm that I have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Alasdair Reid 29 January 2026